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Ritter Daniher Financial Advisory’s NVIDIA NVDA Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$816K Sell
4,077
-89
-2% -$18.3K 0.12% 84
2026
Q1 		$727K Buy
4,166
+121
+3% +$22.2K 0.12% 83
2025
Q4 		$754K Buy
4,045
+573
+17% +$107K 0.13% 84
2025
Q3 		$648K Sell
3,472
-28
-0.8% -$4.88K 0.11% 86
2025
Q2 		$553K Sell
3,500
-489
-12% -$61.5K 0.14% 51
2025
Q1 		$432K Buy
3,989
+907
+29% +$115K 0.12% 54
2024
Q4 		$414K Sell
3,082
-5,201
-63% -$717K 0.12% 56
2024
Q3 		$1.01M Buy
8,283
+938
+13% +$111K 0.29% 31
2024
Q2 		$907K Buy
7,345
+1,155
+19% +$117K 0.29% 32
2024
Q1 		$559K Buy
6,190
+330
+6% +$23.9K 0.19% 45
2023
Q4 		$290K Sell
5,860
-490
-8% -$22.7K 0.11% 60
2023
Q3 		$276K Buy
6,350
+1,040
+20% +$46.6K 0.12% 57
2023
Q2 		$225K Sell
5,310
-70
-1% -$2.32K 0.09% 65
2023
Q1 		$149K Hold
5,380
– – 0.07% 75
2022
Q4 		$78.6K Buy
5,380
+100
+2% +$1.47K 0.04% 114
2022
Q3 		$64K Buy
5,280
+200
+4% +$3.16K 0.05% 106
2022
Q2 		$77K Sell
5,080
-160
-3% -$3.02K 0.05% 93
2022
Q1 		$143K Buy
5,240
+5,080
+3,175% +$127K 0.1% 69
2021
Q4 		$5K Sell
160
-2,840
-95% -$78.1K ﹤0.01% 191
2021
Q3 		$62K Buy
+3,000
New +$62.3K 0.05% 101

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ritter Daniher Financial Advisory's NVDA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its NVIDIA (NVDA) stake by 2.1% in Q2 2026, selling an estimated $18.3K and leaving 4,077 shares worth $816K. The position accounts for 0.12% of the portfolio, ranked #84.

Ritter Daniher Financial Advisory first reported a position in NVDA in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q3 2024. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Ritter Daniher Financial Advisory held 4,077 shares of NVIDIA worth $816K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 89 NVIDIA shares in Q2 2026, an estimated $18.3K.
  • NVIDIA made up 0.12% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #84 holding.
  • Ritter Daniher Financial Advisory first reported a position in NVIDIA in Q3 2021 and has held it in 20 quarters since.
  • Ritter Daniher Financial Advisory's NVIDIA position peaked at $1.01M in Q3 2024.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.